+1,842.6%
UMC vs BIDU
-48.7%
+1,891.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +2.1% |
| 7D | +9.0% | -8.1% | +17.1% | +11.0% |
| 30D | +17.2% | -12.8% | +30.1% | +20.8% |
| 3M | +11.4% | -21.3% | +32.7% | +17.6% |
| 6M | +137.5% | -27.0% | +164.5% | +153.4% |
| YTD | +193.1% | -30.0% | +223.2% | +214.2% |
| 1Y | +240.3% | -18.3% | +258.6% | +247.5% |
| 3Y | +262.2% | -33.8% | +296.0% | +276.0% |
| 5Y | +143.1% | -44.3% | +187.4% | +147.9% |
| All | +1,842.6% | -48.7% | +1,891.2% | +1,872.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BIDU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling